See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,348 | $183,963-59.0% | $162,163-53.5% | $152,861-50.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.44% | 150.76%-133.3pp | 115.59%-98.1pp | 345.32%-327.9pp |
| Employer contribution / active EE | $6,040 | $6,371-5.2% | $5,614+7.6% | $4,762+26.8% |
| Participant deferral / active EE | $11,047 | $8,034+37.5% | $7,298+51.4% | $5,850+88.8% |
| Admin fee / account holder | $987 | $13,121-92.5% | $10,843-90.9% | $11,596-91.5% |